Lucie Gee

Lucie Gee

Westminster Wealth Management LLP

Minimum savings/pensions: Over £250,000

0208 166 8476
Based in Raynes-Park
View location

Top Rated 2025
Verified since: May, 2024

4.7 out of 5

63 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 22 April 2025

    Lucie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lucie's status

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    Lucie has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 19 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Lucie has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Lucie has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 22 April 2025

    Lucie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lucie's status

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    Lucie has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 19 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Lucie has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Lucie has not yet added their fees to their profile

I am an independent financial advisor based in London. With over 10 years’ experience I work with clients on all aspects of their financial planning. Westminster Wealth is a privately owned, central London based, independent financial advisory group, providing expert financial advice to a wide range of clients. We have a team-based approach with the ability to deliver a unique blend of specialist skills linking financial planning, tax efficient structures and management of underlying assets. I advise on all areas of financial planning, look after clients at all stages of their lives, and particularly enjoy helping clients understand their wealth in a simple way. Examples of advice given includes: Pension Planning Savings and Investments Protection Inheritance Tax Planning Business Financial Planning All of the above is underpinned with detailed cashflow planning, and annual meetings ensure that plans are adapted to take into account change of circumstances and new goal setting. To find out more about how I can help you put your financial plan in place contact me for an initial conversation at no cost.

Offers available through VouchedFor

Contact Lucie through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Lucie's clients

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Adviser Disclaimer

Westminster Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (490519).